Office Admin Management

Use our admin modules effectively and save your Valuable time spent on admin work. Our effort is to be value your time and efforts. At Finwill we try to reduce your efforts and time spent on administrative work through various support modules. Increase your revenue by concentrating more on your core practice.

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Use our admin modules effectively and save your Valuable time spent on admin work. Our effort is to be value your time and efforts. At Finwill we try to reduce your efforts and time spent on administrative work through various support modules. Increase your revenue by concentrating more on your core practice.

  • Multi Staff Login Creations
  • Desired Role Assignment
  • Desired Access privileges
  • Attendance Management
  • Appointment Management
  • Calendar with Scheduler
  • Get Alerts for meetings
  • Imp. Web-Links provided
  • Client Creation through Advanced Features
  • Faster Contact Creation through XML Import
  • Concept of Group creation with better features
  • Legal Document Storage Facility and more

Managing Compliance Work

Finwill makes your life easy by managing all your tasks in the most meticulous way and arranging it for different types of compliances. Crucial and core part of file management & compliance controls are given in the application which can be done more professionally using module wise dashboards.

Finwill makes your life easy by managing all your tasks in the most meticulous way and arranging it for different types of compliances. Crucial and core part of file management & compliance controls are given in the application which can be done more professionally using module wise dashboards.

  • Income Tax Returns Compliance Dashboard
  • TDS / TCS Returns Compliance Dashboard
  • GST Returns Compliance Dashboard
  • Audit Process Compliance Dashboard
  • Handle compliance due date beautifully with filters
  • Specially designed General Task Management Module
  • All modules provides assessment controls
  • DSC Controls helps in avoiding last minute rush

Process & Work Controls

Structured & Process Driven Workflow, Constructive reports & billing module with multi-firm billing option for better management. Work Tracking of staff made easy by minimum data entry to update their task done. Smarter workflow to define proper revenues & stop revenue leakages.

Structured & Process Driven Workflow, Constructive reports & billing module with multi-firm billing option for better management. Work Tracking of staff made easy by minimum data entry to update their task done. Smarter workflow to define proper revenues & stop revenue leakages.

  • Flexible Work Order & Steps/Checklist Creation
  • Prepare Quotations for specific work or client
  • Detailed and Multi Firm Billing facility
  • Create your own reports as per your desire
  • Allocate file number as per your convenience
  • 100 + reports readily available
  • Daily Work Tracking for Effective productivity
  • Group numbering & Grouping of files possible

Easy & Faster Communication

Manage all work flow in an organized way by better communicating with clients through inbuilt Email, SMS and WhatsApp Message facilities as per desired schedules which helps to save at least 25% of your staff’s time and give your client better relationship experience through automated communication reminders facility.

Manage all work flow in an organized way by better communicating with clients through inbuilt Email, SMS and WhatsApp Message facilities as per desired schedules which helps to save at least 25% of your staff’s time and give your client better relationship experience through automated communication reminders facility.

  • Notifications facility for internal communication
  • In-built Email & SMS facility available
  • WhatsApp integrated for quick response
  • Ready & customizable Email Templates
  • Scheduling/Rescheduling of Email & SMS possible
  • Send Emails or SMS with logs tracking
  • Emails/SMS with Auto, Manual, Event option
  • Create various groups for selective audience

Unique Features

The unique platform with unique features like Advance Level Contact Book, Filters, Custom Fields creation facility, specially designed Dashboard, 100+ readymade reports for Decision Making, etc. gives complete one point solution for your admin, management, process and communication needs for any task management.

The unique platform with unique features like Advance Level Contact Book, Filters, Custom Fields creation facility, specially designed Dashboard, 100+ readymade reports for Decision Making, etc. gives complete one point solution for your admin, management, process and communication needs for any task management.

  • Being Cloud Based Software, work from anywhere, any time
  • Active & Dynamic Customizable Main Dashboard
  • Design compliance Dashboard in your way using Custom Fields
  • Unique Online Audit Query sheet for faster follow ups & records
  • Create your own desired report using advanced Filters
  • Advance Level Contact Book for better administration
  • Manage Multiple Compliance task at a time with accuracy
  • Different types of Tax & Audit Compliance Module Dashboards
  • Billed and Unbilled Work bifurcation available to avoid revenue leakage
  • Memo feature to manage query/ requirements / notes
  • Most useful to avoid worries of Peer review compliance
  • Utmost Data safety and Protected from Unwanted Threats

Document Storage and Management

Document storage and management with desired access rights will make office management more simpler.

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